Import for AR: Charges or Invoice?

Leonie Philip

Hello!

I am the Newest Product Manager on the FeNXT team and would love to hear from you regarding bulk addition of records in AR, using spreadsheets.

I am curious to learn what your workflow looks like, more frequently:

• Do you add new charges in the system first and then create the invoice OR
• Do you add a new invoice in the system first and then associate charges to it?

Kevin Brazell

HI Leonie,

Here is a link that has sample import files for AR as well as a link to the importing guide :

Leonie Philip

thank Kevin! This was more for the new re-design in FeNXT.

Sandra Vidal

@Leonie Philip
We currently add Charges via excel csv vile into the data base version.

How is this done in the new NXT version?

Thanks

Sandra